System Variable Grouping: Expense Entry
Use the System Variables in this grouping to define how WorkBook handles expense entries.
WorkBook uses these System Variables to perform tasks such as automatically blocking expense entries on jobs after a specific number of days, specifying the prefix for expense entry files, allowing tax codes on expense entries, defining voucher file extensions, and specifying the maximum allowed deviation from the current exchange rate, among others.
- Related Topics:
- System Variable 578: Personal Expenses: Set Voucher Status 50 Once Approved
Use this System Variable to determine if the status of a voucher should automatically change to Status 50 (Ready for Booking) after approval. - System Variable 697: Block Invoice Approval If There Are Unapproved Personal Expenses on the Job
Use this System Variable to instruct WorkBook to block the approval of job invoices with unapproved personal expenses. This applies only to jobs whose invoice type is either Partial Invoice or Final Invoice. - System Variable 700: Show State and County
WorkBook no longer supports this setting. - System Variable 766: Automatically Block Expense Entry on Finalized Jobs (Status 4 and 5)
Use this System Variable to specify the length of time (in days) after jobs were finalized when users are still allowed to enter expense entries on those jobs. For example, if you enter 7 for this System Variable, users can enter expense entries on jobs up to 7 days after the jobs were finalized. - System Variable 823: Allow Tax Code on Expense Entry
Use this System Variable to display the tax code field in expense entries for jobs that belong to companies that use tax or VAT. - System Variable 828: Receipt File Is Required Before Approving a Personal Expense Entry
Use this System Variable to specify whether or not users need to submit receipt files with their personal expense entries before those entries can be approved. - System Variable 833: Prefix for Expense Entry Files
Use this System Variable to specify the prefix that WorkBook uses for expense entry files. For example, if the prefix defined in this System Variable is PE, all expense entry files will use PE as the prefix (PEfilename.PDF). - System Variable 915: Prefix for Expense Entry Files, When the Expense Entries Are Imported
Use this System Variable to specify the prefix that WorkBook uses for imported expense entry files whose status is below 40. For example, if the prefix defined in this System Variable is EEI, all expense entry files will use EEI as the prefix (EEIfilename.PDF). - System Variable 969: Maximum Allowed Deviation From Normal Exchange Rate, in Percent
Use this System Variable to define, in percent, the maximum allowed deviation from the prevailing exchange rate between the currency used in expense entries and the currency used by the company. - System Variable 983: Storage Provider Subfolder for Files Saved in Receipt File Folder
Use this System Variable to specify the name of the subfolder in the storage provider where WorkBook uploads the receipt files for expense entries. - System Variable 984: Storage Provider for Files Saved in Receipt File Folder
Use this System Variable to select the storage provider where WorkBook uploads the receipt files for expense entries. - System Variable 1034: File Extensions Allowed When Uploading a File to a Voucher
Use this System Variable to determine the permitted file types that you can upload to the Storage Provider—for example, as attachments to vouchers and documents on jobs, tasks, chats, and so on.
Parent Topic: Descriptions